Financial Advisor

Pru Life UK - Team Glen

RM1.5-2.6K[Mensual]
Híbrido - PasaySem necessidade ExpBacharelPar-horário
Compartilhar

Descrição do Trabalho

Benefícios

  • Recompensas e reconhecimento de funcionário

    Comissões, Bônus de desempenho

  • Saúde e Bem-Estar

    HMO

Descrição:

  • Provide personalized financial advice to clients based on their goals and risk tolerance.
  • Analyze financial data and develop investment strategies.
  • Educate clients on investment options, retirement planning, and tax strategies.
  • Monitor and adjust client portfolios to ensure alignment with financial objectives.
  • Build and maintain strong client relationships through regular communication.
  • Advise clients on financial products, create tailored investment strategies, and maintain client relationships.

Requisito

  • Educational Qualifications: Bachelor’s degree in Finance, Business, or related field.
  • Experience Level: No prior experience required; training provided.
  • Skills and Competencies: Strong communication, sales experience, and people-oriented approach; adept in wealth management.
  • Working Conditions: Office setting with potential client meetings; flexible hours.
  • Qualities and Traits: Team player, motivated, and committed to helping clients achieve financial goals.
Gestão de RiquezaHabilidades de ComunicaçãoPeople orientedTeam playerStrong communicationSales experience
Preview

Glen Rea

HR OfficerPru Life UK - Team Glen

Ativo dentro de sete dias

Local de trabalho

Five E-com, MOA, Pasay City

Postado em 24 July 2025

Jobs

Ver mais comentários

Pru Life UK - Team Glen

Desfinanciado / Anjo

<50 Funcionários

Seguros e Superanuição

View jobs hiring

Report this job

Bossjob Safety Reminder

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

  • withholds your ID,
  • requires you to provide a guarantee or collects property,
  • forces you to invest or raise funds,
  • collects illicit benefits,
  • or other illegal situations.